CPE & Event Catalog
K2's Expense Reporting Automation WEBCAST
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Your Desk
2.0 Credits
Overview of selected expense and corporate credit card reporting and management platforms. Major fraud schemes associated with expense reporting. Extracting and importing transaction data from bank feeds and matching to receipts.
Annual Update for Accountants and Auditors WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
8.0 Credits
Narrow-scope accounting standards updates. Financial instruments and leases. FASB exposure drafts and projects. Exposure drafts of new auditing standards. Preparation. compilation. and review engagement updates.
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) WEBCAST
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Your Desk
2.0 Credits
Requirements of GASB 96, GASB 94, and GASB 87. Implementation of GASB 96, 94 and 87.
Form 706 Preparation Part 1: Overview Including Portability WEBCAST
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Your Desk
2.0 Credits
Action steps in 706 preparation engagement. Filing requirements, new forms, IRS return review procedures, closing letters. Obtaining transcripts and previously filed returns. Completing introductory pages 1-4.
Practical Accounting Update WEBCAST
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Your Desk
4.0 Credits
New rules in the accounting arena. SQMS. NOCLAR rules. Cybersecurity. New audit standards.
S Corporation Checkup: Tax Issues & Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
Titans Annual Federal Tax Planning Individual Update WEBCAST
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Your Desk
8.0 Credits
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years. California tax law changes. Income inclusions, exclusions and deductions. Property transaction updates. Passive activities, hobbies and other losses. Guidance and planning on energy credits. Significant IRS developments affecting practice and compliance procedures. California's major developments for individuals and conformity to federal law changes for 2025. Filing status, credits and retirement plan developments. Expired and expiring provisions. Inflation adjustments for 2026. Due diligence and planning reminder.
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments WEBCAST
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Your Desk
1.0 Credits
HR leadership. Small HR teams. HR Department of One. Employee engagement. Employee experience. Employee journey.
Safety Synergy: Uniting Elements for a Secure Workplace WEBCAST
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Your Desk
1.2 Credits
How to evaluate physical security. Increase situational awareness. Simple de-escalation techniques. Mental health awareness. Safe termination strategy. Active shooter response overview.
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers WEBCAST
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Your Desk
1.0 Credits
Persuasion. Executive buy-in. Communication. Leadership.
Form 706 Preparation Part 2: Reporting Assets WEBCAST
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Your Desk
2.0 Credits
Action steps in 706 preparation engagement. Filing requirements, new forms, IRS return review procedures, closing letters. Obtaining transcripts and previously filed returns. Completing introductory pages 1-4.
Common Audit and Financial Reporting Deficiencies in State and Local Governments WEBCAST
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Your Desk
2.0 Credits
Financial statement preparation. Common mistakes made in preparing financial statements. GASB financial statement preparation standards.
Deep Dive into Common Auditing Deficiencies WEBCAST
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Your Desk
4.0 Credits
Auditing. GAAS.
Getting SASsy - A Look at Recent Auditing Standards WEBCAST
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Your Desk
1.0 Credits
Risk assessment (SAS 145). Quality management standards (SAS 146). Predecessor auditor inquiries (SAS 147). Group financial statement audits (SAS 149).
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. WEBCAST
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Your Desk
2.0 Credits
Early warning signs. Concerning behavior changes. Getting out. Barricading your area. Fighting for survival. Disarming the assailant, and more.
Preparation, Compilation and Review Engagements WEBCAST
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Your Desk
2.0 Credits
Auditing.
Like-Kind Exchanges WEBCAST
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Your Desk
2.2 Credits
Like-kind exchanges (LKE). Qualified third party intermediaries (QI).
Taxation of Business Entities WEBCAST
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Your Desk
2.5 Credits
Types of business entities. Considerations in choosing a business entity. Tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
Hands-On Tax Return Workshop - Partnerships & LLCs (Form 1065) WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes. Comparison of partnerships, LLCs and LLPs. Overview the formation of a partnership/LLC and the Sect. 704(c) pre-contribution gain or loss rules. Schedule K analysis. How schedule K items get allocated to partners on schedule K-1s. Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income (QBI) deduction, 3. 8% net investment income tax and business interest expense limitations. Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members. Comparing the tax and Sect. 704(b) book capital account computations. Discuss partner guaranteed payments and self-employment tax issues. Schedule M-1. Schedule M-2. Review the importance and basics of calculating a partner's outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations. Sect. 754 election for optional basis adjustments. Sect. 743 and Sect. 734 mandatory basis adjustments.
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements WEBCAST - presented by the Idaho Socie
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Your Desk
8.0 Credits
Overview of preparation, compilation, and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects. International reporting issues in SSARS engagements. Special Purpose Framework financial statement issues. Case studies. Latest developments.